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Hot tips for
​small businesses

Why do I need a CRM?

9/1/2015

3 Comments

 
Picture
Very simply because you don’t want to limit your business by what you can store in your head. A CRM can store, manage and update all your clients and interactions in one place so nothing gets lost  - most importantly sales opportunities.

You may think you can manage your business with spreadsheets and emails but you will miss the big picture. You need to bring all this information together and get organised to get a clear overview of your business. 


A CRM is your information center which will let you know what needs doing, when and by whom.  It tells you what marketing worked and what didn’t, where your best sales are coming from AND the revenue potential.

A CRM is an application that helps you manage your relationships with current and prospective customers

Here are some questions to help you decide if you need a CRM.
  • Do you feel like you’re losing sales because you’re not follow up on leads and opportunities?
  • Are you waking up in the night wondering if you did follow up when you said you would?
  • Do you have a sales process and are ready to track your sales pipeline?
  • Would you like your customer interactions (emails, phone calls, appointments) in one place?
  • Would you like to know how many successful projects you've had in the past week, month, or year?
  • Would you like to know what marketing converts best?
  • Do you worry about losing data?
  • Do you spend too much time chasing cold leads when you should be landing hot ones?

If you answered yes to any of these questions then you need a CRM in your life... 


Growing a business isn’t easy but luckily there are great tools like CRM’s available to make our lives simpler and more organised. Being more organised is always good for business and puts you on a stronger path to success.


Feel free to ask me any questions, anytime.

Check out our $20+gst  CRM Training Workshops -  Empowering and Enabling Small Businesses
3 Comments
Cassandra link
9/7/2015 07:47:15 pm

Hi there

Can you please jog my memory on the time for this tomorrow at Churton Park ?

Reply
Iona Elwood Smith link
9/7/2015 07:53:10 pm

Hi Cassandra

12.30 - 2.30

Let me know if you would like me to book you in and I can can send you more details

Kind regards, Iona

Reply
Iona Elwood Smith link
9/7/2015 08:10:34 pm

You cam email me here

hello@growmybusiness.co.nz

Reply



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Wellington Small Business Consulting
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